DiNuzzo Private Wealth’s Assured Guaranty AGO Stock Holding History

DiNuzzo Private Wealth’s Portfolio AGO Stock Details AGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.02K	Hold	15	–	–	﹤0.01%	874
2026 Q2	$1.2K	Hold	15	–	–	﹤0.01%	841
2026 Q1	$1.22K	Hold	15	–	–	﹤0.01%	812
2025 Q4	$1.35K	Sell	15 -1	-6%	-$86	﹤0.01%	777
2025 Q3	$1.32K	Sell	16 -1	-6%	-$83	﹤0.01%	788
2025 Q2	$1.48K	Hold	17	–	–	﹤0.01%	723
2025 Q1	$1.5K	Hold	17	–	–	﹤0.01%	695
2024 Q4	$1.53K	Hold	17	–	–	﹤0.01%	699
2024 Q3	$1.35K	Buy	17 +1	+6%	+$79	﹤0.01%	756
2024 Q2	$1.24K	Buy	16 +2	+14%	+$156	﹤0.01%	707
2024 Q1	$1.22K	Hold	14	–	–	﹤0.01%	657
2023 Q4	$1.05K	Buy	+14	New	+$925	﹤0.01%	684

Other funds holding AGO

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

DiNuzzo Private Wealth's AGO Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Assured Guaranty (AGO) position steady in Q3 2026 at 15 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

DiNuzzo Private Wealth first reported a position in AGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.53K in Q4 2024. 21 funds tracked by Wall St. Rank hold AGO as of Q3 2026.

DiNuzzo Private Wealth held 15 shares of Assured Guaranty worth $1.02K as of Q3 2026.
DiNuzzo Private Wealth left its Assured Guaranty share count unchanged in Q3 2026.
Assured Guaranty made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #874 holding.
DiNuzzo Private Wealth first reported a position in Assured Guaranty in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Assured Guaranty position peaked at $1.53K in Q4 2024.
21 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.